Express News | Oppenheimer: Investors are advised to look for "mispriced opportunities" when US stocks decline.
Year-end review of the top ten global financial hotspots for 2024: shift in MMF policy, Trump's election victory, and significant stock market fluctuations.
In 2024, the financial market witnessed a significant turn in MMF policy, profound impacts of geopolitical events, fluctuations in the Technology Industry, and a major reconstruction of Global Assets allocation.
Stock Futures Slip as Markets Poised to Reopen After Christmas -- WSJ
Historically, how did interest rate cuts end when the economy achieved a soft landing?
Goldman Sachs found that G10 central banks tend to end the easing cycle slowly and cautiously by pausing rate cuts, with nearly half of historical "soft landing" rate-cut cycles lasting more than a year. The institution believes that the Fed's statement in December aligns with the pattern of slowing down seen in the later stages of rate-cut cycles in history.
In terms of PB, the S&P 500 Index is close to its highest level of overvaluation in nearly 100 years!
A high PB may indicate that the market has high expectations for future profit growth, but it may also suggest a risk of market bubble.
The outlook for interest rate cuts is filled with uncertainty! Is the Federal Reserve really going to act based on Trump's opinions?
Not only should the data be considered, but the Federal Reserve's upcoming actions may be closely related to Trump...
Wells Fargo & Co: Advises investors to remain cautious as the recent surge makes the S&P 500 Index vulnerable to risks.
Gelonghui, December 26 | Despite last week's decline, the S&P 500 Index has shown significant gains after the election, mainly driven by rising stock prices of Technology-related companies. However, Analysts at Wells Fargo & Co have warned that this apparent optimism masks the risk of a market correction. As of December 17, the S&P 500 Index rose slightly by 0.38% for the month, while the Dow Jones Industrial Average fell by 3.12%, and the small-cap E-mini Russell 2000 Index dropped by 4.06%. The bank attributes this divergence to weakening unexpected economic data; according to the Bloomberg USA Economic Surprise Index, it has peaked since mid-November.
What is the outlook for the Federal Reserve's interest rate cuts in 2025? Trump's policies still impose significant uncertainty.
Currently, the Federal Reserve may need to see the impact of the series of economic policies, including import tariffs, proposed by President-elect Donald Trump before it can raise its forecasts for inflation and interest rate changes in the first half of next year.
Can U.S. stocks continue to rise? Research institutions say it depends on the performance of U.S. bonds and the dollar.
Tom Essaye, the founder of Sevens Report Research, pointed out in this week's report that based on recent trading levels, the dollar currently poses only a "slight" resistance to U.S. stocks, while the 10-year U.S. Treasury yield presents a "moderate" resistance; if the dollar and bond yields continue to rise from now on, it will cause greater trouble for U.S. stocks.
US Stock Futures Steady After Christmas Holiday
U.S. bonds: The first stab in the back of Trump?
Shao Xiang from Minsheng Macro stated that since his election victory, Trump has been concerned about the U.S. stock market and values the U.S. dollar, but seems to be particularly unconcerned about U.S. Treasury bonds, which could bring significant trouble to both the Trump administration and the market next year. The pressure from maturing U.S. debt next year is considerable (approximately 7.8 trillion U.S. dollars for the whole year), and the already high term premium may worsen the situation, with the Federal Reserve potentially making matters worse.
Futu Morning Report | Powell's "Christmas gift"! U.S. long-term bond yields hit a seven-month high; Hong Kong stocks continue to be closed for the Christmas holiday today, U.S. stocks open.
The probability of the Federal Reserve maintaining interest rates in January next year is 91.4%; the State Council: Expand the areas of special Bonds investment, incorporating low-altitude economy, computing equipment, and supporting infrastructure into the project capital requirements; in 2024, a "wave of resignations" among CEOs of publicly listed companies in the USA will occur.
Wall Street Rises As Santa Rally Kicks Off
Attraction crushes the broad Index! In 2024, individual investors net bought 29.8 billion USD of NVIDIA Stocks.
①NVIDIA is the second consecutive year to surpass the S&P 500 Index Fund, becoming the "most favored stock among retail investors in the U.S." after Tesla; ②Various signs also indicate that the dark horse in the competition for the most loved stock among retail investors next year has begun to emerge in the fourth quarter.
Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.
Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.
Express News | The probability of the Federal Reserve maintaining interest rates in January next year is 91.4%.
This Growth-Focused ETF (QQQ) Has A 421% Return For The Past 10 Years – And Outperforms The S&P 500 Index By Almost 50%
Are trade wars looming? Is the Federal Reserve likely to resume interest rate hikes? Here are the 10 major risks that may emerge in 2025.
In 2025, the Global economy is not on solid ground. A series of risks are brewing, which may pose serious challenges to Global stability...
Market Correction Vs. Dip: What's the Difference?
The renowned "prophet" predicts again: the market will peak in 2025!
Zulauf expects that, driven by Santa Claus, the S&P 500 Index will experience a correction of about 15% in January next year, but ...